Manage Care Program Enrollment Flows | Health Cloud Administration

Give your users a streamlined, guided care program enrollment process. With Flow Builder, you can clone and configure the Program Enrollment flow and take advantage of the rich care program management data model. Upload your company’s consent forms, associate them with a care program, and capture the consent of program participants.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences

Configure User Permissions and Sharing Rules
Set up organization-wide default sharing settings and grant specific access to the objects that make up a care program. Create and clone permission sets to give users the correct access to forms and other data.
Create User Records for Care Program Site Participants
Create user records that include permission for participants to log in to a site in order to review and consent to the related forms. Person accounts store information about specific people by combining certain account and contact fields into one record. Person accounts are the recommended record types for care plan participants.
Create a Care Program and Add Related Records
To create a care program, define the program and the relationships and activities within it. Also create a care program product and care program provider and other records as needed.
Create a Care Program Goal
Create a Care Program Goal, and associate it with a care program.
Care Program Providers
To help a care team identify the primary healthcare practitioner associated with a care program provider, create an association between the practitioner and the provider. This link also allows the care team to look up all the healthcare practitioners involved with a care program provider.
Configure the Program Enrollment Flow
Use Flow Builder to automate your care program enrollment process. We’ve delivered an enrollment flow that helps your users select a program, add related products and providers, and capture the participant’s consent.
Create an Experience Cloud Site and Set Up Member Access
Care program participants who are members of a site can log in and review and consent to forms related to their care program.
Add Consent Documents to a Care Program
Add consent documents to a care program by defining the relationship in the Data Use Purpose tab or by copying existing consent documents for a new care program.